AI Agents are not another feature – substack.com

Be ready to stop playing “margin defense” and start playing “value offense”

In 2025, winner AI companies are transforming in 3 ways

• ➡️ From treating AI as a bot with expensive LLM habits To treating it as a revenue engine

• ➡️ From charging for the shovel the AI is using To charging for the gold in the AI agents’ mine

• ➡️ From being “software vendors” To becoming “outcome partners”
  which is a fancy way of saying “we actually care if this works”

Losers will

• ➡️ Stick to subscription pricing

• ➡️ Continue to bundle AI Agent with seats and hope the Agents don’t get used or see their margins compressed

• ➡️ Watch AI Agent native companies take customers away

“The future is already here – it’s just not very evenly distributed”
–William Gibson

Because the real innovation this year won’t in the AI. It will be in the business model. While everyone’s obsessing over token costs and API calls, the smart money is rebuilding the entire value proposition.

Like the two companies in my previous post

Predictix: “Here’s your software subscription. See you next month!” (yesterday’s SaaS)

ValueMetrics: “Our AI agent just saved you $1M. We’ll take 10%, thanks!” (tomorrow’s AI Agents)

Be ready to stop playing “margin defense” and start playing “value offense”

The AI agent revolution isn’t just changing how we build products – it’s changing how we capture value. How are you changing your value capture strategy to take advantage of AI?

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